Pensions & Retirement Planning

Streamline customer interactions

With Legado’s platform, your organisation can streamline and manage adviser and client interactions — all with unprecedented security and compliance.

This includes customisable deployment options and features, giving your business complete control over data and user access.

The result is that service becomes more convenient, more efficient, more personalised, and ultimately more human.


Transaction throughput


Reduction in length of client processes


Increase in client engagement

Trusted with sensitive data by global leaders

“Legado provides much-needed reassurance and increased efficiency in a market that is still far too dependent on physical documents and attachments.”

Adrian Durham, FNZ Group CEO

Want to see how it all works?

Create the next-generation of customer engagement

Easy online experiences attract new customers and help you build loyalty. With a rich set of APIs to create tailored experiences, you provide clients and financial advisers with a more effective and interactive way to work, on both desktop and mobile.

Transform communication

There’s no one size fit all. Whether embedded, API-first, or Legado built front-end, we’re here to link into your experience as painlessly as possible.

One modular platform for modern interactions

Secure comms

Transform communications with the ultimate suite of features and market-leading security and compliance.

Client portal

Drive seamless multiparty collaboration, where exchanges of confidential data stay both secure and compliant, using our embeddable vault to upgrade your existing document capabilities.

Digital workflows 

Configure workflows to automate your business processes. Manage client workflows in a OneStop destination.

Modern records 

Build a scalable retention strategy for regulated content, ensuring you meet compliance standards defined by GDPR, MiFID II, Consumer Duty, FCA, PRA and ISO.

Flexible technology

You choose how to leverage Legado’s capabilities, with API-enabled architecture and flexible front-end technology, you get the very best out of our platform, with a perfect fit for your business.